Alta Advisers’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Hold |
32,856
| – | – | 0.55% | 28 |
|
|
2025
Q1 | $1.37M | Buy |
32,856
+10,800
| +49% | +$451K | 0.58% | 28 |
|
|
2024
Q4 | $969K | Buy |
22,056
+3,856
| +21% | +$169K | 0.61% | 28 |
|
|
2024
Q3 | $722K | Hold |
18,200
| – | – | 0.33% | 31 |
|
|
2024
Q2 | $724K | Hold |
18,200
| – | – | 0.35% | 29 |
|
|
2024
Q1 | $690K | Hold |
18,200
| – | – | 0.34% | 30 |
|
|
2023
Q4 | $613K | Hold |
18,200
| – | – | 0.33% | 30 |
|
|
2023
Q3 | $498K | Hold |
18,200
| – | – | 0.29% | 36 |
|
|
2023
Q2 | $522K | Hold |
18,200
| – | – | 0.29% | 37 |
|
|
2023
Q1 | $521K | Hold |
18,200
| – | – | 0.31% | 33 |
|
|
2022
Q4 | $603K | Hold |
18,200
| – | – | 0.36% | 30 |
|
|
2022
Q3 | $550K | Buy |
+18,200
| New | +$550K | 0.35% | 28 |
|